Off the Road

Off the Road

Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

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Welcome to our 'Off the Road' series

Our 'Off the Road' tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home or your office.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to ensure you’re kept up to date with the latest technical and market changes.

So grab a drink and settle in for some structured CPD time. 

About the day

United Kingdom

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Freezing the lifetime allowance
Rachel Vahey
Senior Technical Consultant
AJ Bell

This week, Senior Technical Consultant Rachel Vahey is back addressing the fallout from freezing the lifetime allowance (LTA). 

During this session, Rachel will provide an overview on how the LTA works and how charges are applied before discussing the effects freezing the allowance will have. Rachel will conclude by providing different approaches clients could take to mitigate potential problems. 

About Rachel

Ethical investing comes of age?
Laura Suter
Personal Finance Analyst
AJ Bell

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

COVID-19: Where are the markets now?
Ryan Hughes
Head of Active Portfolios
AJ Bell Investments

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

State pension - what's the latest?
Charlene Young
Senior Technical Consultant
AJ Bell

In this webinar, Charlene will look at the evolution of the State Pension through to the present day. She will take a tour of the new regime - starting with the basics of what age clients can apply, through to an analysis of the transitional issues that needed to be addressed when it was introduced in 2016. She will examine the features of a State Pension forecast, how to fill gap years and discuss deferral options. 

Please join us for this information-packed webinar which will count as a minimum of 45minutes structured CPD time.

About Charlene

Active vs passive - the perennial debate
Speakers - Ryan Hughes & Matt Brennan
Heads of Active & Passive Portfolios
AJ Bell

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Tackling COVID
Mark Cueto
Commercial Director
Sale Sharks

For the run in to Christmas, we thought that it may be appropriate to try something a little different – something that possibly focuses less on the impact of annual allowance planning or the interplay between pensions and divorce.

With this in mind, we are changing direction a touch and extending a special invitation for all advisers who use AJ Bell Investcentre to attend an exclusive webinar with Sale Sharks.

Over the last year, we have all had to adapt in order to cope with the many challenges thrown up by the coronavirus. This inspirational webinar is an opportunity to see how members of an elite sporting team have tackled the very real challenges and obstacles that the virus has placed in their way.

In addition to a Q&A featuring Mark Cueto, Sam Hill, Josh Beaumont and Marland Yarde, you will be able to hear how the team has sought to keep team morale up during the pandemic. Plus some great tips for keeping a motivated mind set and staying fit during lockdown.

About Mark

Outlook to 2022
Laith Khalaf
Head of Investment Analysis
AJ Bell

Cryptocurrency, regulation developments and tax - what does 2022 have in store?  

As we welcome in 2022, our Head of Investment Analysis, Laith Khalaf will kick-start our Off the Road webinar series for the year with an outlook for the year ahead. He’ll address what could be in store for investment markets, discuss potential tax changes, and give a helpful run-through of developments currently sitting with the regulator that could affect retirement planning and investment strategies. With cryptocurrency still making the headlines, Laith will also consider some key developments to help you navigate client questions on this controversial asset class.  

So grab a cuppa and join us for this action-packed webinar, which should take no longer than 30 minutes to run through, and qualifies for structured CPD time.   
 

About Laith

The fundamentals of investing
Kevin Doran
Managing Director
AJ Bell Investments

As part of our spring tour which took place across the UK earlier this month, our topics took a slight tangent to our typical roadshow content, and we delivered sessions with a firm focus on the ‘fundamentals of investing’.

Maintaining that focus in this webinar, Managing Director of AJ Bell Investments, Kevin Doran, will cover sessions looking at risk profiling and capital market assumptions, and we’ve invited speakers from BlackRock and Vanguard to look at rebalancing strategies and implementation of ETFs. We are also delighted to welcome Carla Langley, owner of Langley Consultancy Services. Carla will be addressing the importance of understanding the differences between ‘agent as client’ and ‘reliance on others’ and asking if your CIP is one of your biggest risks.

About Kevin

Pensions policy update
Tom Selby
Senior Analyst
AJ Bell

It’s all change again for pensions following the latest Budget from Chancellor Rishi Sunak and the passing of the Pension Schemes Act into law.

Our Senior Analyst, Tom Selby, picks through to find the key changes that could affect your clients and looks at what the future may hold for savers.

About Tom

Cryptocurrency
Russ Mould, Kevin Doran, Terry McGivern
Investment specialists
AJ Bell

In this 45-minute webinar, our investment experts drill down into the controversial subject of cryptocurrency. 

Managing Director and CIO Kevin Doran and Fund Manager Terry McGivern debate whether there is an investment case and outline some potential pitfalls and options to avoid, mediated by Investment Director Russ Mould. 

Topics discussed include the relationship between the blockchain and cryptos; the differences between different cryptos; new cryptos; Ponzi schemes; and common theories of links to organised crime. Regulation, value and the future of cryptocurrency are also discussed. Don’t miss this one-stop shop of insight. 
 

About

Investival 2021
Webinar
Online
event

The speakers from our annual Investival event take to your screens to provide you with a variety of topical and insightful investment presentations. Each session is just 15 minutes long as we take you on a whistle-stop tour of a variety of asset classes and marketts.  Download the agenda to view the full line-up.

Please join us for this information-packed webinar. The webinar will count as three hours’ structured CPD time. The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

About Webinar

Generating sustainable income in retirement
Matt Brennan
Head of Investment Management
AJ Bell Investments

Matthew will assess whether, after a turbulent year and ultra-low interest rates, it is possible to generate an attractive, sustainable income for retirement without taking excessive risk.

About Matt

Market outlook
Russ Mould
Investment Director
AJ Bell

Russ will provide his insight into the latest performance across investment markets and address the volatile
activity and factors contributing to this. He’ll provide his thoughts on the outlook for the rest of the year and into
2022.

About Russ

Powers of Attorney
Lisa Webster
Senior Technical Consultant
AJ Bell

Lisa Webster is back with a technical focus on Powers of Attorney (POA). She addresses the why, the what and the how of POAs, outlining the different types available including deputy orders. Lisa will cover the key points to consider around restrictions, separating donor’s money, and acting in the best interest as well as an overview on the code of practice. Lisa will finish by highlighting the different rules for POAs in Scotland, Northern Ireland and England.

About Lisa

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Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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